CIAS
MASI

Capital Investment Advisory Services’s Masimo MASI Stock Holding History

Capital Investment Advisory Services’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-145
Closed -$22K – 963
2019
Q3 		$22K Sell
145
-15
-9% -$2.28K 0.01% 789
2019
Q2 		$25K Buy
+160
New +$22K 0.01% 727

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Investment Advisory Services's MASI Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Masimo (MASI) in Q4 2019, closing a stake of 145 shares — an estimated $22K sold.

Capital Investment Advisory Services first reported a position in MASI in Q2 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 382 funds tracked by Wall St. Rank hold MASI as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Masimo position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 145 Masimo shares in Q4 2019, an estimated $22K.
  • Capital Investment Advisory Services first reported a position in Masimo in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's Masimo position peaked at $25K in Q2 2019.
  • 382 funds tracked by Wall St. Rank held Masimo as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.